Director of First Impressions

Insight Global is seeking a warm, professional, and detail-oriented individual to serve as a Director of First Impressions for one of our leading financial clients in Birmingham AL. This role is responsible for creating an exceptional first experience for every client and prospective client who interacts with our firm—whether by phone or in person. As the first point of contact, you will play a critical role in shaping how clients feel about the company from their very first interaction.

Key Responsibilities:
Front Desk & In-Office Experience
Greet and welcome all clients and prospective clients with warmth and professionalism
Ensure clients are comfortable and cared for upon arrival
Prepare meeting rooms and maintain a clean, organized office environment
Manage the flow of the office to ensure a smooth and timely experience

Phone & Communication Management
Answer incoming phone calls promptly and professionally
Direct calls to the appropriate team members
Take clear and accurate messages when needed
Serve as a helpful and knowledgeable first point of contact

Scheduling & Coordination (In-Office)
Schedule follow-up appointments for clients and prospects before they leave the office
Coordinate calendars to ensure efficient scheduling
Confirm appointment details and ensure accuracy

Office Support & Organization
Maintain organization of front office systems and processes
Assist with general administrative tasks as needed
Support the team during busy periods to ensure a seamless client experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

- 2 years of experience working within Office Management, Administration, or Front Desk roles
- Excellent verbal communication and interpersonal skills
- Professional presence and positive demeanor
- Strong organizational skills and attention to detail
- Technically Savvy

- Experience working within a financial services firm
- Experience working with CRM managing client and/or customer information

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.